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United States

Absolute Return Funds

3 Years Columbia Absolute Return Currency & Income Fund, I Columbia Funds
5 Years Cavanal Hill Opportunistic Fund, Institutional Cavanal Hill Funds

Alternative Credit Focus Funds

3 Years Guggenheim Macro Opportunities Fund, Institutional Guggenheim Investments
5 Years Guggenheim Macro Opportunities Fund, Institutional Guggenheim Investments
10 Years Iron Strategic Income Fund, Institutional Iron Financial, LLC

Alternative Equity Market Neutral Funds

3 Years Zacks Market Neutral Fund, Investor Zacks Investment Management, Inc.
5 Years Gateway Fund, Y Gateway Investment Advisers, LLC

Alternative Event Driven Funds

3 Years SilverPepper Merger Arbitrage Fund, Institutional SilverPepper, LLC

Alternative Global Macro Funds

3 Years SEI Institutional Investments Trust Dynamic Asset Allocation Fund, A SEI Group
5 Years SEI Institutional Investments Trust Dynamic Asset Allocation Fund, A SEI Group
10 Years GMO Strategic Opportunities Allocation Fund, III Grantham Mayo Van Otterloo & Company, LLC

Alternative Long/Short Equity Funds

3 Years AQR Long-Short Equity Fund, I AQR Capital Management, LLC
5 Years Guggenheim Alpha Opportunity Fund, Institutional Guggenheim Investments
10 Years Boston Partners Long/Short Equity Fund, Institutional Boston Partners

Alternative Managed Futures Funds

3 Years Altegris Futures Evolution Strategy Fund, I Altegris Advisors, LLC
5 Years Altegris Futures Evolution Strategy Fund, I Altegris Advisors, LLC

Alternative Multi-Strategy Funds

3 Years AQR Multi-Strategy Alternative Fund, I AQR Capital Management, LLC
5 Years EnTrustPermal Alternative Core Fund, IS Legg Mason

California Intermediate Municipal Debt Funds

3 Years Franklin California Intermediate-Term Tax-Free Income Fund, Advisor Franklin Templeton Investments
5 Years Vanguard California Intermediate-Term Tax-Exempt Fund, Admiral Vanguard Group, Inc.
10 Years Columbia AMT-Free California Intermediate Muni Bond Fund, Z Columbia Funds

California Municipal Debt Funds

3 Years Nuveen California High Yield Municipal Bond Fund, I Nuveen Fund Advisors, LLC
5 Years Nuveen California High Yield Municipal Bond Fund, I Nuveen Fund Advisors, LLC
10 Years Nuveen California Municipal Bond Fund, I Nuveen Fund Advisors, LLC

China Region Funds

3 Years Neuberger Berman Greater China Equity Fund, Institutional Neuberger Berman Management, LLC
5 Years Matthews China Dividend Fund, Institutional Matthews International Capital Management, LLC
10 Years Columbia Greater China Fund, Z Columbia Funds

Commodities General Funds

3 Years LoCorr Long/Short Commodities Strategy Fund, I LoCorr Fund Management, LLC
5 Years Deutsche Enhanced Commodity Strategy Fund, Institutional Deutsche Asset & Wealth Management

Convertible Securities Funds

3 Years MainStay Convertible Fund, I MainStay Funds
5 Years MainStay Convertible Fund, I MainStay Funds
10 Years AllianzGI Convertible Fund, Institutional Allianz Global Investors

Core Bond Funds

3 Years Western Asset Core Bond Fund, IS Legg Mason
5 Years BlackRock Total Return Fund, K BlackRock, Inc.
10 Years TCW Core Fixed Income Fund, I TCW Investment Management Company

Core Plus Bond Funds

3 Years Morgan Stanley Institutional Core Plus Fixed Income Portfolio, I Morgan Stanley Investment Management, Inc.
5 Years Morgan Stanley Institutional Core Plus Fixed Income Portfolio, I Morgan Stanley Investment Management, Inc.
10 Years Natixis Loomis Sayles Core Plus Bond Fund, Y Loomis Sayles & Company, LP

Corporate Debt A-Rated Funds

3 Years Vanguard Long-Term Investment-Grade Fund, Admiral Vanguard Group, Inc.
5 Years Vanguard Long-Term Investment-Grade Fund, Admiral Vanguard Group, Inc.
10 Years Vanguard Long-Term Investment-Grade Fund, Admiral Vanguard Group, Inc.

Corporate Debt BBB-Rated Funds

3 Years Morgan Stanley Institutional Corporate Bond Portfolio, I Morgan Stanley Investment Management, Inc.
5 Years Morgan Stanley Institutional Corporate Bond Portfolio, I Morgan Stanley Investment Management, Inc.
10 Years Delaware Extended Duration Bond Fund, Institutional Delaware Management Company

Dedicated Short-Bias Funds

3 Years ProFunds Short Oil & Gas ProFund, Investor ProFunds Group
5 Years ProFunds Short Oil & Gas ProFund, Investor ProFunds Group
10 Years Leuthold Grizzly Short Fund Leuthold Weeden Capital Management, LLC

Emerging Markets Funds

3 Years Matthews Emerging Asia Fund, Institutional Matthews International Capital Management, LLC
5 Years HSBC Frontier Markets Fund, I HSBC Global Asset Management (USA), Inc.
10 Years Oppenheimer Developing Markets Fund, Y OppenheimerFunds, Inc.

Emerging Markets Hard Currency Debt Funds

3 Years DuPont Capital Emerging Markets Debt Fund, I DuPont Capital Management Corporation
5 Years GMO Emerging Country Debt Fund, IV Grantham Mayo Van Otterloo & Company, LLC
10 Years TCW Emerging Markets Income Fund, I TCW Investment Management Company

Emerging Markets Local Currency Debt Funds

3 Years Eaton Vance Emerging Markets Debt Opportunities Fund, R6 Eaton Vance Management
5 Years Eaton Vance Emerging Markets Local Income Fund, I Eaton Vance Management

Energy MLP Funds

3 Years Tortoise MLP & Pipeline Fund, Institutional Tortoise Capital Advisors, LLC

Equity Income Funds

3 Years Invesco Dividend Income Fund, R6 Invesco Funds
5 Years KEELEY Mid Cap Dividend Value Fund, I Keeley Asset Management Corporation
10 Years Parnassus Core Equity Fund, Institutional Parnassus Investments

European Region Funds

3 Years DFA Continental Small Company Portfolio, Institutional Dimensional Fund Advisors, LP
5 Years DFA Continental Small Company Portfolio, Institutional Dimensional Fund Advisors, LP
10 Years Invesco European Small Company Fund, A Invesco Funds

Financial Services Funds

3 Years RMB Mendon Financial Services Fund, A RMB Capital Management
5 Years RMB Mendon Financial Services Fund, A RMB Capital Management
10 Years Alpine Financial Services Fund, Institutional Alpine Woods Capital Investors, LLC

Flexible Income Funds

3 Years Cohen & Steers Preferred Securities & Income Fund, I Cohen & Steers Capital Management, Inc.
5 Years Cohen & Steers Preferred Securities & Income Fund, I Cohen & Steers Capital Management, Inc.

Flexible Portfolio Funds

3 Years GuideStone Defensive Market Strategies Fund, Institutional GuideStone Funds Trust
5 Years GuideStone Defensive Market Strategies Fund, Institutional GuideStone Funds Trust
10 Years FPA Crescent Fund First Pacific Advisors, LLC

General & Insured Municipal Debt Funds

3 Years Oppenheimer Rochester AMT-Free Municipal Fund, Y OppenheimerFunds, Inc.
5 Years Oppenheimer Rochester AMT-Free Municipal Fund, Y OppenheimerFunds, Inc.
10 Years Nuveen All-American Municipal Bond Fund, I Nuveen Fund Advisors, LLC

General Bond Funds

3 Years PIMCO Long-Term Credit Fund, Institutional PIMCO
5 Years Fidelity Real Estate High Income Fund Fidelity Management & Research Company

General U.S. Government Funds

3 Years Vanguard Long-Term Government Bond Index Fund, Institutional Vanguard Group, Inc.
5 Years Morgan Stanley US Government Securities Trust, I Morgan Stanley Investment Management, Inc.
10 Years PIMCO Long-Term US Government Fund, Institutional PIMCO

General U.S. Treasury Funds

3 Years Vanguard Extended Duration Treasury Index Fund, Institutional Plus Vanguard Group, Inc.
5 Years Vanguard Long-Term Treasury Fund, Admiral Vanguard Group, Inc.
10 Years Vanguard Long-Term Treasury Fund, Admiral Vanguard Group, Inc.

Global Equity Income Funds

3 Years QS Global Dividend Fund, IS Legg Mason
5 Years Steward Global Equity Income Fund, Institutional Capstone Asset Management Company
10 Years Columbia Global Dividend Opportunity Fund, Z Columbia Funds

Global Income Funds

3 Years PIMCO Global Bond Fund (US Dollar-Hedged), Institutional PIMCO
5 Years PIMCO Global Bond Fund (US Dollar-Hedged), Institutional PIMCO
10 Years PIMCO Global Bond Fund (US Dollar-Hedged), Institutional PIMCO

Global Infrastructure Funds

3 Years Lazard Global Listed Infrastructure Portfolio, Institutional Lazard Asset Management, LLC
5 Years Lazard Global Listed Infrastructure Portfolio, Institutional Lazard Asset Management, LLC

Global Large-Cap Core Funds

3 Years Thrivent Large Cap Stock Fund, S Thrivent Mutual Funds
5 Years Thrivent Large Cap Stock Fund, S Thrivent Mutual Funds

Global Large-Cap Growth Funds

3 Years John Hancock Fundamental Global Franchise Fund, NAV John Hancock Group
5 Years American Funds New Perspective Fund, R-6 American Funds
10 Years American Funds New Perspective Fund, R-5 American Funds

Global Large-Cap Value Funds

3 Years Eaton Vance Hexavest Global Equity Fund, I Eaton Vance Management
5 Years Brandes Global Equity Fund, I Brandes Investment Partners, LP

Global Multi-Cap Core Funds

3 Years SEI Institutional Managed Global Managed Volatility Fund, A SEI Group
5 Years USAA Capital Growth Fund USAA Asset Management Company
10 Years DFA Global Equity Portfolio, Institutional Dimensional Fund Advisors, LP

Global Multi-Cap Growth Funds

3 Years Victory RS Global Fund, R Victory Capital Management, Inc.
5 Years Victory RS Global Fund, R Victory Capital Management, Inc.
10 Years Janus Global Research Fund, D Janus Capital Management, LLC

Global Multi-Cap Value Funds

3 Years Fidelity Series Intrinsic Opportunistic Fund, F Fidelity Management & Research Company
5 Years Polaris Global Value Fund Polaris Capital Management, LLC
10 Years Nuveen Tradewinds Value Opportunities Fund, I Nuveen Fund Advisors, LLC

Global Natural Resources Funds

3 Years T. Rowe Price New Era Fund T. Rowe Price Associates, Inc.
5 Years Calvert Global Water Fund, Y Calvert Investments, Inc.
10 Years VanEck Global Hard Assets Fund, I Van Eck Associates Corporation

Global Real Estate Funds

3 Years DFA Global Real Estate Securities Portfolio Dimensional Fund Advisors, LP
5 Years Brookfield Global Listed Real Estate Fund, Y Brookfield Investment Management, Inc.
10 Years AB Global Real Estate Investment Fund II, I AllianceBernstein, LP

Global Small-/Mid-Cap Funds

3 Years Morgan Stanley Institutional Global Discovery Portfolio, I Morgan Stanley Investment Management, Inc.
5 Years Morgan Stanley Institutional Global Discovery Portfolio, I Morgan Stanley Investment Management, Inc.
10 Years American Funds SMALLCAP World Fund, R-5 American Funds

GNMA Funds

3 Years Vanguard GNMA Fund, Admiral Wellington Management Company, LLP
5 Years Voya GNMA Income Fund, I Voya Investments, LLC
10 Years PIMCO GNMA Fund, Institutional PIMCO

Health/Biotechnology Funds

3 Years T. Rowe Price Health Sciences Fund T. Rowe Price Associates, Inc.
5 Years T. Rowe Price Health Sciences Fund T. Rowe Price Associates, Inc.
10 Years T. Rowe Price Health Sciences Fund T. Rowe Price Associates, Inc.

High Yield Funds

3 Years Lord Abbett High Yield Fund, I Lord Abbett & Company, LLC
5 Years Lord Abbett High Yield Fund, I Lord Abbett & Company, LLC
10 Years AB High Income Fund, A AllianceBernstein, LP

High Yield Municipal Debt Funds

3 Years Oppenheimer Rochester High Yield Municipal Fund, Y OppenheimerFunds, Inc.
5 Years Nuveen High Yield Municipal Bond Fund, I Nuveen Fund Advisors, LLC
10 Years Delaware National High-Yield Municipal Bond Fund, A Delaware Management Company

Industrials Funds

3 Years Fidelity Select Defense and Aerospace Portfolio Fidelity Management & Research Company
5 Years Fidelity Select Defense and Aerospace Portfolio Fidelity Management & Research Company

Inflation-Protected Bond Funds

3 Years DFA LTIP Portfolio, Institutional Dimensional Fund Advisors, LP
5 Years Janus Real Return Fund, I Janus Capital Management, LLC
10 Years PIMCO Fixed Income SHares Series R Allianz Global Investors

Intermediate Municipal Debt Funds

3 Years Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond Fund, I Eaton Vance Management
5 Years BlackRock Strategic Municipal Opportunities Fund, Institutional BlackRock, Inc.
10 Years BlackRock Strategic Municipal Opportunities Fund, Institutional BlackRock, Inc.

Intermediate U.S. Government Funds

3 Years Dupree Intermediate Government Bond Series Dupree & Company, Inc.
5 Years Dupree Intermediate Government Bond Series Dupree & Company, Inc.
10 Years DFA Intermediate Government Fixed Income Portfolio, Institutional Dimensional Fund Advisors, LP

International Equity Income Funds

3 Years QS International Dividend Fund, IS Legg Mason

International Income Funds

3 Years PIMCO Foreign Bond Fund (US Dollar-Hedged), Institutional PIMCO
5 Years PIMCO Foreign Bond Fund (US Dollar-Hedged), Institutional PIMCO
10 Years PIMCO Foreign Bond Fund (US Dollar-Hedged), Institutional PIMCO

International Large-Cap Core Funds

3 Years Ivy International Core Equity Fund, I Ivy Investment Management Company
5 Years Ivy International Core Equity Fund, I Ivy Investment Management Company
10 Years Ivy International Core Equity Fund, Y Ivy Investment Management Company

International Large-Cap Growth Funds

3 Years Harding Loevner International Equity Portfolio, Institutional Harding Loevner, LP
5 Years American Funds EuroPacific Growth Fund, R-6 American Funds
10 Years Harding Loevner International Equity Portfolio, Institutional Harding Loevner, LP

International Large-Cap Value Funds

3 Years Laudus Mondrian International Equity Fund, Institutional Charles Schwab Investment Management, Inc.
5 Years Laudus Mondrian International Equity Fund, Institutional Charles Schwab Investment Management, Inc.

International Multi-Cap Core Funds

3 Years PIMCO StocksPLUS International Fund (US Dollar-Hedged), Institutional PIMCO
5 Years PIMCO StocksPLUS International Fund (US Dollar-Hedged), Institutional PIMCO
10 Years PIMCO StocksPLUS International Fund (US Dollar-Hedged), Institutional PIMCO

International Multi-Cap Growth Funds

3 Years Morgan Stanley Institutional International Opportunity Portfolio, I Morgan Stanley Investment Management, Inc.
5 Years Fidelity Overseas Fund, K Fidelity Management & Research Company
10 Years Schwab Laudus International MarketMasters Fund, Select Charles Schwab Investment Management, Inc.

International Multi-Cap Value Funds

3 Years Hartford International Value Fund, Y Hartford Funds
5 Years Hartford International Value Fund, Y Hartford Funds
10 Years John Hancock International Value Fund, NAV John Hancock Group

International Real Estate Funds

3 Years Virtus International Real Estate Securities Fund, I Virtus Investment Partners, Inc.
5 Years Fidelity Advisor International Real Estate Fund, I Fidelity Management & Research Company

International Small/Mid-Cap Core Funds

3 Years Schwab Fundamental International Small Company Index Fund Charles Schwab Investment Management, Inc.
5 Years Pear Tree Polaris Foreign Value Small Cap Fund, Institutional Pear Tree Advisors, Inc.
10 Years GMO Foreign Small Companies Fund, III Grantham Mayo Van Otterloo & Company, LLC

International Small/Mid-Cap Growth Funds

3 Years Oppenheimer International Small-Mid Company Fund, I OppenheimerFunds, Inc.
5 Years Oppenheimer International Small-Mid Company Fund, Y OppenheimerFunds, Inc.
10 Years Wasatch International Growth Fund, Investor Wasatch Advisors, Inc.

Large-Cap Core Funds

3 Years Clipper Fund Clipper Funds
5 Years Vanguard PRIMECAP Fund, Admiral PRIMECAP Management Company
10 Years Vanguard PRIMECAP Fund, Admiral PRIMECAP Management Company

Large-Cap Growth Funds

3 Years Shelton NASDAQ-100 Index Fund, Direct Shelton Capital Management
5 Years ClearBridge Large Cap Growth Fund, I Legg Mason
10 Years Shelton NASDAQ-100 Index Fund, Direct Shelton Capital Management

Large-Cap Value Funds

3 Years DoubleLine Shiller Enhanced CAPE, I DoubleLine Funds
5 Years Dodge & Cox Stock Fund Dodge & Cox
10 Years Columbia Select Large-Cap Value Fund, R5 Columbia Funds

Loan Participation Funds

3 Years Natixis Loomis Sayles Senior Floating Rate and Fixed Income Fund, Y Loomis Sayles & Company, LP
5 Years Natixis Loomis Sayles Senior Floating Rate and Fixed Income Fund, Y Loomis Sayles & Company, LP
10 Years Oppenheimer Senior Floating Rate Fund, Y OppenheimerFunds, Inc.

Maryland Municipal Debt Funds

3 Years Oppenheimer Rochester Maryland Municipal Fund, Y OppenheimerFunds, Inc.
5 Years T. Rowe Price Maryland Tax-Free Bond Fund T. Rowe Price Associates, Inc.
10 Years T. Rowe Price Maryland Tax-Free Bond Fund T. Rowe Price Associates, Inc.

Massachusetts Municipal Debt Funds

3 Years Oppenheimer Rochester Massachusetts Municipal Fund, A OppenheimerFunds, Inc.
5 Years Nuveen Massachusetts Municipal Bond Fund, I Nuveen Fund Advisors, LLC
10 Years Nuveen Massachusetts Municipal Bond Fund, I Nuveen Fund Advisors, LLC

Mid-Cap Core Funds

3 Years Thrivent Mid Cap Stock Fund, S Thrivent Mutual Funds
5 Years Thrivent Mid Cap Stock Fund, S Thrivent Mutual Funds
10 Years Scout Mid Cap Fund Scout Investments, Inc.

Mid-Cap Growth Funds

3 Years PRIMECAP Odyssey Aggressive Growth Fund PRIMECAP Management Company
5 Years PRIMECAP Odyssey Aggressive Growth Fund PRIMECAP Management Company
10 Years T. Rowe Price Institutional Mid-Cap Equity Growth Fund T. Rowe Price Associates, Inc.

Mid-Cap Value Funds

3 Years Westcore Mid-Cap Value Dividend Fund, Retail Westcore Funds
5 Years Harbor Mid Cap Value Fund, Institutional Harbor Capital Advisors, Inc.
10 Years Meeder Quantex Fund, Retail Meeder Asset Management, Inc.

Minnesota Municipal Debt Funds

3 Years Oppenheimer Rochester Minnesota Municipal Fund, Y OppenheimerFunds, Inc.
5 Years Oppenheimer Rochester Minnesota Municipal Fund, Y OppenheimerFunds, Inc.
10 Years Nuveen Minnesota Municipal Bond Fund, I Nuveen Fund Advisors, LLC

Mixed-Asset Target 2010 Funds

3 Years American Funds 2010 Target Date Retirement Fund, R-6 American Funds
5 Years American Funds 2010 Target Date Retirement Fund, R-6 American Funds
10 Years T. Rowe Price Retirement 2010 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2015 Funds

3 Years American Funds 2015 Target Date Retirement Fund, R-6 American Funds
5 Years American Funds 2015 Target Date Retirement Fund, R-6 American Funds

Mixed-Asset Target 2020 Funds

3 Years American Funds 2020 Target Date Retirement Fund, R-6 American Funds
5 Years American Funds 2020 Target Date Retirement Fund, R-6 American Funds
10 Years T. Rowe Price Retirement 2020 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2025 Funds

3 Years American Funds 2025 Target Date Retirement Fund, R-6 American Funds
5 Years American Funds 2025 Target Date Retirement Fund, R-6 American Funds

Mixed-Asset Target 2030 Funds

3 Years American Funds 2030 Target Date Retirement Fund, R-6 American Funds
5 Years American Funds 2030 Target Date Retirement Fund, R-6 American Funds
10 Years T. Rowe Price Retirement 2030 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2035 Funds

3 Years American Funds 2035 Target Date Retirement Fund, R-6 American Funds
5 Years American Funds 2035 Target Date Retirement Fund, R-6 American Funds

Mixed-Asset Target 2040 Funds

3 Years American Funds 2040 Target Date Retirement Fund, R-6 American Funds
5 Years American Funds 2040 Target Date Retirement Fund, R-6 American Funds
10 Years T. Rowe Price Retirement 2040 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2045 Funds

3 Years American Funds 2045 Target Date Retirement Fund, R-6 American Funds
5 Years American Funds 2045 Target Date Retirement Fund, R-6 American Funds

Mixed-Asset Target 2050 Funds

3 Years American Funds 2050 Target Date Retirement Fund, R-6 American Funds
5 Years American Funds 2050 Target Date Retirement Fund, R-6 American Funds

Mixed-Asset Target 2055+ Funds

3 Years American Funds 2055 Target Date Retirement Fund, R-6 American Funds
5 Years American Funds 2055 Target Date Retirement Fund, R-6 American Funds

Mixed-Asset Target Allocation Aggressive Growth Funds

3 Years Great-West Aggressive Profile II Fund, Initial GW Capital Management, LLC
5 Years Great-West Aggressive Profile II Fund, Initial GW Capital Management, LLC
10 Years Great-West Aggressive Profile II Fund, Initial GW Capital Management, LLC

Mixed-Asset Target Allocation Conservative Funds

3 Years Wells Fargo Diversified Income Builder Fund, Institutional Wells Fargo Funds Management, LLC
5 Years Wells Fargo Diversified Income Builder Fund, Institutional Wells Fargo Funds Management, LLC
10 Years Vanguard Wellesley Income Fund, Admiral Vanguard Group, Inc.

Mixed-Asset Target Allocation Growth Funds

3 Years Wells Fargo Diversified Capital Builder Fund, I Wells Fargo Funds Management, LLC
5 Years Wells Fargo Diversified Capital Builder Fund, I Wells Fargo Funds Management, LLC
10 Years T. Rowe Price Capital Appreciation Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target Allocation Moderate Funds

3 Years Wells Fargo Advantage Index Asset Allocation Fund, Administrator Wells Fargo Funds Management, LLC
5 Years Wells Fargo Advantage Index Asset Allocation Fund, Administrator Wells Fargo Funds Management, LLC
10 Years Hartford Balanced Income Fund, Y Hartford Funds

Mixed-Asset Target Today Funds

3 Years American Century One Choice In Retirement Portfolio, R6 American Century Investment Management, Inc.
5 Years American Century One Choice In Retirement Portfolio, Institutional American Century Investment Management, Inc.
10 Years MFS Lifetime Income Fund, I MFS Investment Management

Multi-Cap Core Funds

3 Years Parnassus Endeavor Fund Parnassus Investments
5 Years Parnassus Endeavor Fund Parnassus Investments
10 Years Parnassus Endeavor Fund Parnassus Investments

Multi-Cap Growth Funds

3 Years Catalyst Dynamic Alpha Fund, A Catalyst Funds
5 Years Vanguard Capital Opportunity Fund, Admiral PRIMECAP Management Company
10 Years Fidelity OTC Portfolio Fidelity Management & Research Company

Multi-Cap Value Funds

3 Years American Century NT Mid Cap Value Fund, R6 American Century Investment Management, Inc.
5 Years Poplar Forest Partners Fund, Institutional Poplar Forest Capital, LLC
10 Years American Century NT Mid Cap Value Fund, Institutional American Century Investment Management, Inc.

Multi-Sector Income Funds

3 Years PIMCO Income Fund, Institutional PIMCO
5 Years PIMCO Income Fund, Institutional PIMCO
10 Years Lord Abbett Bond-Debenture Fund, I Lord Abbett & Company, LLC

Natural Resources Funds

3 Years Tortoise Select Opportunity Fund, Institutional Tortoise Capital Advisors, LLC
5 Years Waddell & Reed Advisors Energy Fund, Y Waddell & Reed Investment Management Company
10 Years Waddell & Reed Advisors Energy Fund, Y Waddell & Reed Investment Management Company

New Jersey Municipal Debt Funds

3 Years Oppenheimer Rochester New Jersey Municipal Fund, Y OppenheimerFunds, Inc.
5 Years Lord Abbett New Jersey Tax Free Fund, I Lord Abbett & Company, LLC
10 Years Nuveen New Jersey Municipal Bond Fund, I Nuveen Fund Advisors, LLC

New York Intermediate Municipal Debt Funds

3 Years Neuberger Berman New York Municipal Income Fund, Institutional Neuberger Berman Management, LLC
5 Years Franklin New York Intermediate-Term Tax-Free Income Fund, Advisor Franklin Templeton Investments
10 Years BNY Mellon New York Intermediate Tax-Exempt Bond Fund, M Dreyfus Corporation

New York Municipal Debt Funds

3 Years Oppenheimer Rochester AMT-Free New York Municipals, Y OppenheimerFunds, Inc.
5 Years BlackRock New York Municipal Opportunities Fund, Institutional BlackRock, Inc.
10 Years Delaware Tax-Free New York Fund, A Delaware Management Company

Ohio Municipal Debt Funds

3 Years Oppenheimer Rochester Ohio Municipal Fund, Y OppenheimerFunds, Inc.
5 Years Oppenheimer Rochester Ohio Municipal Fund, Y OppenheimerFunds, Inc.
10 Years Vanguard Ohio Long-Term Tax-Exempt Fund, Investor Vanguard Group, Inc.

Pacific Ex-Japan Funds

3 Years Matthews Pacific Tiger Fund, Institutional Matthews International Capital Management, LLC
5 Years Matthews Pacific Tiger Fund, Institutional Matthews International Capital Management, LLC

Pacific Region Funds

3 Years Fidelity Pacific Basin Fund Fidelity Management & Research Company
5 Years Fidelity Pacific Basin Fund Fidelity Management & Research Company
10 Years Matthews Asia Growth Fund, Investor Matthews International Capital Management, LLC

Pennsylvania Municipal Debt Funds

3 Years Oppenheimer Rochester Pennsylvania Municipal Fund, Y OppenheimerFunds, Inc.
5 Years Oppenheimer Rochester Pennsylvania Municipal Fund, Y OppenheimerFunds, Inc.
10 Years Nuveen Pennsylvania Municipal Bond Fund, I Nuveen Fund Advisors, LLC

Precious Metals Equity Funds

3 Years US Global Investors Gold & Precious Metals Fund US Global Investors Funds
5 Years US Global Investors Gold & Precious Metals Fund US Global Investors Funds
10 Years VanEck International Investors Gold Fund, I Van Eck Associates Corporation

Real Estate Funds

3 Years Cohen & Steers Real Estate Securities Fund, I Cohen & Steers Capital Management, Inc.
5 Years Cohen & Steers Real Estate Securities Fund, I Cohen & Steers Capital Management, Inc.
10 Years Cohen & Steers Real Estate Securities Fund, I Cohen & Steers Capital Management, Inc.

Retirement Income Funds

3 Years Fidelity Income Replacement 2042 Fund Fidelity Management & Research Company
5 Years Fidelity Income Replacement 2042 Fund Fidelity Management & Research Company

Science & Technology Funds

3 Years Fidelity Advisor Semiconductors Fund, I Fidelity Management & Research Company
5 Years Fidelity Select Semiconductors Portfolio Fidelity Management & Research Company
10 Years Red Oak Technology Select Fund Oak Associates, Ltd.

Short Investment-Grade Debt Funds

3 Years Morgan Stanley Institutional Short Duration Income Portfolio, I Morgan Stanley Investment Management, Inc.
5 Years Lord Abbett Short Duration Income Fund, I Lord Abbett & Company, LLC
10 Years Lord Abbett Short Duration Income Fund, I Lord Abbett & Company, LLC

Short Municipal Debt Funds

3 Years Oppenheimer Rochester Short Term Municipal Fund, Y OppenheimerFunds, Inc.
5 Years Oppenheimer Rochester Short Term Municipal Fund, Y OppenheimerFunds, Inc.
10 Years RidgeWorth Seix Short-Term Municipal Bond Fund, I RidgeWorth Funds

Short U.S. Government Funds

3 Years Eaton Vance Short Duration Government Income Fund, I Eaton Vance Management
5 Years Eaton Vance Short Duration Government Income Fund, I Eaton Vance Management
10 Years Wells Fargo Short Duration Government Bond Fund, I Wells Fargo Funds Management, LLC

Short-Intermediate Investment-Grade Debt Funds

3 Years BMO TCH Intermediate Income Fund, I BMO Asset Management Corporation
5 Years Virtus Multi-Sector Short Term Bond Fund, I Virtus Investment Partners, Inc.
10 Years Thompson Bond Fund Thompson Investment Management, Inc.

Short-Intermediate Municipal Debt Funds

3 Years Oppenheimer Rochester Limited Term Municipal Fund, Y OppenheimerFunds, Inc.
5 Years Wells Fargo Strategic Municipal Bond Fund, Administrator Wells Fargo Funds Management, LLC
10 Years Thornburg Limited Term Municipal Fund, Institutional Thornburg Investment Management, Inc.

Short-Intermediate U.S. Government Funds

3 Years Thornburg Limited Term US Government Fund, Institutional Thornburg Investment Management, Inc.
5 Years Natixis Loomis Sayles Limited Term Government and Agency Fund, Y Loomis Sayles & Company, LP
10 Years Fidelity Intermediate Government Income Fund Fidelity Management & Research Company

Small-Cap Core Funds

3 Years Shelton S&P SmallCap Index Fund, K Shelton Capital Management
5 Years Shelton S&P SmallCap Index Fund, K Shelton Capital Management
10 Years PIMCO StocksPLUS Small Fund, Institutional PIMCO

Small-Cap Growth Funds

3 Years AMG Managers Cadence Emerging Companies Fund, I AMG Funds, LLC
5 Years Hood River Small-Cap Growth Fund, Institutional Hood River Capital Management, LLC
10 Years T. Rowe Price New Horizons Fund T. Rowe Price Associates, Inc.

Small-Cap Value Funds

3 Years PF Small-Cap Value Fund, P Pacific Life Insurance Company
5 Years Towle Deep Value Fund Towle & Co.
10 Years American Beacon Small Cap Value Fund, Institutional American Beacon Advisors, Inc.

U.S. Mortgage Funds

3 Years Morgan Stanley Mortgage Securities Trust, I Morgan Stanley Investment Management, Inc.
5 Years Morgan Stanley Mortgage Securities Trust, I Morgan Stanley Investment Management, Inc.
10 Years TCW Total Return Bond Fund, I TCW Investment Management Company

Ultra-Short Obligation Funds

3 Years PIMCO Short-Term Fund, Institutional PIMCO
5 Years Delaware Diversified Floating Rate Fund, I Delaware Management Company
10 Years Calvert Ultra-Short Income Fund, A Calvert Investments, Inc.

Utility Funds

3 Years Vanguard Utilities Index Fund, Admiral Vanguard Group, Inc.
5 Years Prudential Jennison Utility Fund, Z Prudential Investments
10 Years Hennessy Gas Utility Fund, Investor Hennessy Funds

Virginia Municipal Debt Funds

3 Years Oppenheimer Rochester Virginia Municipal Fund, A OppenheimerFunds, Inc.
5 Years USAA Virginia Bond Fund, Fund USAA Asset Management Company
10 Years Nuveen Virginia Municipal Bond Fund, I Nuveen Fund Advisors, LLC